William Goldfinch
William Goldfinch is a registered investment advisor at Hilton Head Capital Partners, LLC, based in Hilton Head Island, SC, with 18 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 377 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. An annual administrative account fee of $60 is also charged.
Fee Estimator
Location
7 Lafayette Place, Suite B, Hilton Head Island, SC, 29926
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is involved in several outside business activities, including working with a non-profit for single fathers, owning an LLC for recreational property, serving on the Conway City Council, and owning Goldfinch Financial Group LLC. He dedicates minimal time to most of these activities, except for his role on the Conway City Council and the non-profit, where he spends a few hours per week.
Employment History
Current Registrations
Hilton Head Capital Partners, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations1 state
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